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edit_plan_m Guide

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The edit_plan_m API edits a service plan for specified client.

API Specification:

edit_plan_m
Required Fields:
  • <client_no>
  • <auth_key>
  • <plan_no> or <client_plan_id>
  • <schedule> (array)
    • <schedule_name>
    • <currency_cd>
    • <is_default>
  • <service> (array)
    • <service_type>
    • <tier> (array)
      • <schedule> (array)
        • <amount>

Additional Guidance

Input Fields 
Field Name Notes
<plan_type>
Allowable Values
Values Description
Master Recurring Plan This type creates a Master Recurring Plan
Master Pre-paid Plan This type creates a Master Pre-paid Plan
Master Free Plan This type creates a Master Free Plan
Supplemental Recurring Plan This type creates a Supplemental Recurring Plan
Supplemental Free Plan This type creates a Supplemental Free Plan
<active>
Allowable Values
Values Description
0 Inactive
1 Active
<rollover_plan_uom_cd>
Allowable Values
Values Description
1 Day
2 Week
3 Month
4 Quarter
5 Year
<init_free_period_uom_cd>
Allowable Values
Values Description
1 Day
2 Week
3 Month
4 Quarter
5 Year
<rollover_plan_status_uom_cd>
Allowable Values
Values Description
1 Day
2 Week
3 Month
4 Quarter
5 Year
<apply_cancellation>
Allowable Values
Values Description
Yes If set as Yes, minimum cancellation service can be added
No If set as No, minimum cancellation service cannot be added
<apply_minimum_fee>
Allowable Values
Values Description
Yes If set as Yes, minimum fee service can be added
No If set as No, minimum fee service cannot be added
<how_to_apply_min_fee>
Allowable Values
Values Description
0 All Invoices
1 After first invoice
<is_default>
Allowable Values
Values Description
1, true/TRUE/t, yes/y Yes, this currency is the default.
0, false/FALSE/f, no/n No, this currency is not the default. 
<future_rate>
Allowable Values
Values Description
1, true/TRUE/t, yes/y Yes, future rates are supported..
0, false/FALSE/f, no/n No, future rates are not supported.
<service_type>
Allowable Values
Values Description
Usage Based Creates a Usage Based service
Recurring Creates a Recurring service
Activation Creates a Activation service
Order-Based Creates a Order-Based service
Cancellation Creates a Cancellation service
Minimum Fee Creates a Minimum Fee service
Recurring Arrears Creates a Recurring Arrears service
<rate_type>
Allowable Values
Values Description
Flat Rate Applies Flat Rate type pricing to the rate schedule
Tiered Pricing Applies Tiered Pricing to the rate schedule
<pricing_rule>
Allowable Values
Values Description
Standard Standard Pricing
Volume Discount Volume Discount Pricing
Flat Rate Per Tier Flat Rate Per Tier Pricing
<high_water>
Allowable Values
Values Description
1 Enables high water indicator for the particular service
0 Doesn't enable high water indicator for the particular service
<tax_inclusive_ind>
Allowable Values
Values Description
0, false/FALSE/f, no/n No, applied rate does not include taxes.
1, true/TRUE/t, yes/y Yes, applied rate includes taxes.
<notice_dest_type>
Allowable Values
Values Description
S Master Plan Instance level threshold
C Client level threshold
<notice_balance_type>
Allowable Values
Values Description
MTD Month-To-Date balance type
PTD Period-To-Date balance type
<values>
Allowable Values
Values Description
1 1
2 2
3 3
4 4
<fulfillment_based_ind>
Allowable Values
Values Description
0 Not a fulfillment based service
1 Fulfillment based service
<usage_rating_time_ind>
Allowable Values
Values Description
0 Refers to the setting you have on client parameter "Automatically Rate Un-rated Usage Records at Load Time"
1 At Loading Time
2 At Invoicing Time
<usage_record_rating_level_ind>
Allowable Values
Values Description
0 Aggregated Records
1  Individual Records
<usage_record_taxation_level_ind>
Allowable Values
Values Description
0 Aggregated Records
1  Individual Records
<expire_on_paid_through>
Allowable Values
Values Description
0 No
1 Yes
<reset_on_update>
Allowable Values
Values Description
0 No
1 Yes
<is_mandatory>
Allowable Values
Values Description
0 Non Mandatory
1 Mandatory
<include_default>
Allowable Values
Values Description
0 No
1 Yes
<enforcement_level>
Allowable Values
Values Description
0 For each parent plan unit or Instance individually (default)
1 In aggregate across all units and instances of this parent plan on the Account
<proration_invoice_timing_cd>
Allowable Values
Values Description
I Immediate
A Next anniversary date
<plan_instance_status_cd>
Allowable Values
Values Description
1 Active
61 Active Non Billable
41 Active trial
31 Installation Pending
<field_category_directive>
Allowable Values
Values Description
1 Adds a field_category to the plan
2 Deletes the field_category from the plan
<edit_directives>
Allowable Values
Values Description
1 Delete data that is not passed in the request (default)
2 Insert or update data passed but DO NOT delete data not passed
3 Delete everything that is passed.
<nso_incl_list_scope>
Allowable Values
Values Description
0 All non-restricted inventory items (default).
1 Existing bundled and non-restricted inventory items.
2 Existing bundled inventory items only.
3 Selected and non-restricted inventory items.
4 Selected specific inventory items.
<nso_group_item_scope>
Allowable Values
Values Description
U Up to Plan Units (default).
M Match Plan Units.
A Any Units.
<item_scope>
Allowable Values
Values Description
U Up to Plan Units (default).
M Match Plan Units.
A Any Units.
<subscription_type>
Allowable Values
Values Description
N New Subscription
E Existing Subscription
<effective_directive>
Allowable Values
Values Description
N Effective Prior to Next Batch Billing Run
A On Account Billing Anniversary Date

Error Codes

Error Code/Description Associated Inputs

1001: unexpected error

  

1010: missing required parameters, Missing input: (object-name) is required with assignment_directive ($AriaNo)

<plan_no> or <client_plan_id>

1016: invalid input

Additional Comments:  This error can be caused by the wrong type of input; for example, text in a numbers-only field, or specifying a value other than one of the documented allowable values.

<plan_no> or <client_plan_id>, <plan_instance_status_cd>,<fulfillment_based_ind>

1024: invalid date format

Additional Comments: All date inputs must be in yyyy-mm-dd format.

<available_start_dt>, <available_to_dt>, <future_change_dt>, <effective_date>
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